RE: Sudden move north2 May 2020 17:16
Only roadblock I see here is our old friend Glencore. If they decide to play ball it's well and truly game-on. Sadly, no sign of that, yet.
Without Glen, this goes nowhere. However, things are changing in the world economy due to Covid19. Demand for what Glencore mines and sells has all but collapsed. Soon, they'll need to shore up their balance sheet and keep investors/stakeholders happy. This is when they may need to look seriously at the forgotten parts of their asset portfolio to release some cash. Cue Zanaga.